電子行業(yè)科創(chuàng)板開市在即，半導(dǎo)體重中之重

1、P.2內(nèi)容目錄一、科創(chuàng)板穩(wěn)步推進(jìn)，半導(dǎo)體首當(dāng)其沖......................................................................61.1科創(chuàng)板總體進(jìn)度如何？............................................................................61.2后續(xù)重點關(guān)注投資哪幾類半導(dǎo)體公司？...............

2、...............................................9二、相關(guān)公司梳理.......................................................................................112.1瀾起科技....................................................................

3、...................112.2中微公司.......................................................................................182.3華興源創(chuàng).......................................................................................222.4虹軟科技

4、.......................................................................................272.5上海硅產(chǎn)業(yè).....................................................................................392.6和艦芯片.............................

5、..........................................................462.7睿創(chuàng)微納.......................................................................................522.8光峰科技.........................................................

6、..............................562.9安集科技.......................................................................................632.10晶晨股份....................................................................................

7、..742.11方邦電子......................................................................................81三、風(fēng)險提示...........................................................................................87圖表目錄圖表1：科創(chuàng)板受理企業(yè)梳理（紅色為

8、已問詢）.........................................................6圖表2：首批25家注冊生效公司研發(fā)情況..............................................................8圖表3：首批25家注冊生效公司營收、利潤表現(xiàn)......................................................

9、..9圖表4：中國大陸半導(dǎo)體生命周期示意圖..............................................................10圖表5：公司發(fā)展沿革圖............................................................................11圖表6：公司股權(quán)結(jié)構(gòu)圖...................................

10、.........................................12圖表7：DDR4全緩沖“19”架構(gòu)產(chǎn)品圖...............................................................13圖表8：公司產(chǎn)品在DDR4中的應(yīng)用..................................................................13圖表9：津逮服

11、務(wù)器平臺產(chǎn)品分類....................................................................13圖表10：公司近年年度營業(yè)收入情況（億元）.........................................................14圖表11：公司業(yè)務(wù)收入變化及占營收比重情況（億元）.....................................

12、............14圖表12：公司近年盈利能力情況（億元）.............................................................15圖表13：公司近年毛利率、凈利率情況（%）.........................................................15圖表14：公司近年期間費(fèi)用占營收比重情況（億元）....................

13、...............................15圖表15：瀾起科技重點問詢情況.....................................................................16圖表16：研發(fā)投入情況.............................................................................17圖表17：相關(guān)發(fā)展階段

14、和產(chǎn)品推出時間的匹配性.......................................................17圖表18：公司所處的產(chǎn)業(yè)鏈架構(gòu).....................................................................18圖表19：中微發(fā)展歷程.......................................................

15、......................19圖表20：中微股權(quán)結(jié)構(gòu).............................................................................19圖表21：中微營業(yè)收入.............................................................................20圖表22：中微歸母凈利潤....

16、.......................................................................20圖表23：中微收入結(jié)構(gòu)（億元）.....................................................................20圖表24：中微收入結(jié)構(gòu)（內(nèi)圈2017vs外圈2018）..................................